Position in KEP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$414,304
-$71,307 QoQ
Shares Held
29,074
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in KEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. KEP ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in KEP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $414,304 | 29,074 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $485,611 | 29,431 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $161,611 | 12,384 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $155,230 | 10,901 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $87,363 | 11,790 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $81,128 | 11,792 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $91,707 | 11,818 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $83,832 | 11,824 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $86,798 | 10,420 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $68,229 | 9,411 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $61,334 | 9,524 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $62,519 | 8,067 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $48,330 | 6,964 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $42,405 | 4,908 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $24,711 | 3,634 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $24,004 | 2,734 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $17,083 | 1,835 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,495 | 273 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||